Peakvalley Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“For a client who does not have assets managed by PVW, PVW offers financial planning services at an hourly rate of $250.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Peakvalley Wealth, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “If the client wishes to terminate their account within five (5) business days of signing the Investment Advisory Agreement, then they will receive a full refund.”
• “Payment is due in full upon completion and delivery of the services.”

How Peakvalley Wealth, LLC’s fees compare

• Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Roanoke that publish an hourly rate charge less.

About Peakvalley Wealth, LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

153

Employees

4

Works with

Individuals, high net worth individuals, charities, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$130,270,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

165542

Website

peakvalleywealth.com (opens in new tab)

Phone

(540) 904-7969

Can advise clients in 3 states: Louisiana, Virginia, West Virginia

Other planners in Roanoke that publish fees

• American Financial Planning, Inc.Roanoke$215/hr, $2,450
• Greenbrier FinancialRoanoke$300/hr, $2,500⁠-⁠$30,000
• Kommon Wealth, LLCRoanoke$1,000⁠-⁠$5,000
• Monsour Advisory Services, Inc.Roanoke$250/hr, $30,000
• Og Advisory Group, LLCRoanoke$300⁠-⁠$1,200
• Waynefirebaugh, Inc.Roanoke$500/hr

Compare all 14 planners in Roanoke